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See your complete wealth management plan and interact with your advisory team

Fidato Wealth

by Fidato Wealth LLC

What is it about?

See your complete wealth management plan and interact with your advisory team. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile app.

App Details

Version
5.14.0
Rating
(1)
Size
37Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
January 12, 2023
More info

App Screenshots

App Store Description

See your complete wealth management plan and interact with your advisory team. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile app.


TOP FEATURES

• Interactive dashboard showing your entire wealth management plan.

• Dynamic reports with current investment information.

• Document vault for securely sending and receiving files with your financial advisor.

• And more!

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